Edition: Professional, Business, Enterprise
User-level: System administrator
Previous steps: NA
The ability to customise leave and unavailability types in your organisation gives you more transparency over where your team's time is being spent and allows for more powerful and tailored transaction reporting.
How do I manage availability types and categories?
Availability ‘types’ can be modified within the ‘Internal stages and tasks’ Settings page.
Go to Organisation drop down menu > Settings > Timesheets > Internal project stages.
Click the Add button to add a new Internal Stage or,
Click on the Name of an existing Stage to enter the Stage information, here you can edit:
Tasks - You can add new tasks, delete unused tasks, make used tasks inactive or make tasks active again.
Remember to save your changes.
Now you know how to add and manage your leave types in Synergy, you can continue to add and customise as your business needs require.
Where to next?
What other features does this relate to?
Availability planner overview